The Due North Formula
Designed with the goal to continually adjust and monitor your critical and financial events to keep your plan on track.
Who We Serve
At Magnetic North Advisors, we recognize that we are not all things to all people; we are all things to some people.
No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future.
Our purpose is to learn all of the pieces of your financial puzzle and put them into place.
Integrity, Ethics, Education, and Exceptional Service
We have built our firm on a set of guiding principles that are at the very core of who we are professionally and personally.
Born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy to-understand format. Our objective is to take all the pieces of your financial plan and put them in place.